Hello! I have been checking different posts in the Forum about Reporting but I haven’t found what I’m looking for so I am posting a new question.
Context: as a manager in the IT department, we would like to check every team member’s work weekly. Not just the number of tasks, but also what kind of tasks each member did that specific week, how much time they spent on it, challenges and issues etc. and create a weekly report per member basis not project basis.
Measures tried so far: a weekly reporting project was created with weeks as sections. We used advanced search, filter by Modification date, select date range for a specific week, then copy the results in the corresponding week section and group by assignee.
Issues:
1.Asana uses task date metadata so it is impossible to filter by calendar date. Even if we filter by modification date, there might be some omissions in the results.
2.Some of the tasks span over multiple weeks, but the same task cannot be in different sections so I have to duplicate it multiple times. However, it will become a different task and I cannot track changes in that task
I am wondering if anyone has been successful in creating such reports. Thank you for your guidance!
Hi @Belgacem_Siwar , have you tried drafting a status update of the project using the Draft with AI feature? You can also add guidance, essentially prompting it as to what information you would like it to surface and into what format.
Thank you for the suggestion. The issue is that I am not able to properly link all tasks to the weekly reporting project so even if I use AI draft it will not be exhaustive.
@Belgacem_Siwar Here is a solution. Admittedly, this is not ideal. However, there are some real limitations with charts that report on hours. Meaning, stacked and group bar charts are not compatible.
For actual hours, setting up a global dashboard where the X axis would be Assignee, Y-axis would be actual time, then add a filter for Time entered date between. Since between is hard coded dates, you would have to change this on a weekly basis. You could also use Within the last; however, that’s a rolling timeframe so I’m not sure that’s what you want. Another way to set this up would be a bar chart with X axis = Time entered date by week, Y axis = Actual Time (change unit of time to Hours), Add filters for assignee (so one chart per staff) and Time entered date (within the last 2 weeks). With either of these you would be able to click on the bars and see the list of tasks that were actually worked on.
Another option is to setup several widgets. One that shows the overall picture of hours as described above. Then individual widgets (bar charts or simply number charts) that show single task types.
Tracking challenges and issues are more difficult unless these are being created as individual tasks or subtasks.